Professional
Added to YB: 2025-05-06
Pitch date: 2025-05-03
UBER [neutral]
Uber Technologies, Inc.
+2.48%
current return
Author Info
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Company Info
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$189.7B
Pitch Price
$83.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
growth
A Premium Asset | Sycamore Portfolio Update [April 2025] - Uber Technologies, Inc.
UBER trimmed position: Cut 40% to ~30% allocation after 40% YTD outperformance vs S&P. Still largest position. AV partnerships with Volkswagen (2026 LA launch), May Mobility (2025 Texas) & Momenta (2026 Europe) validate thesis that fragmented AV market benefits Uber as demand aggregator. Still attractive at 21x FCF.
Read full article (2 min)